Senior Pensions Administrator

Posted 4 April by Juice Recruitment Ltd Easy Apply

Juice Recruitment are delighted to be working in partnership with an independent financial services practise based in Bristol with the appointment of a senior pensions administrator to join their small, close knit team.

This is a superb opportunity for a naturally driven, motivated and outgoing individual, seeking a varied role that will see you playing an integral part of the smooth running of a busy office. The successful candidate will be a natural self-starter, who strives for excellence - you will enjoy engaging with clients and providing a seamless administration function

  • Managing client queries; liaising with relevant parties to chase outstanding documents
  • Producing suitability letters
  • Keeping client files and records updated accordingly
  • Liaise closely with Financial Planners to gather all required research for production following reviews
  • Supporting the Paraplanners with analysing information and conduct basic research to prepare reports
  • Gather and provide product, platform and fund research - Present research to paraplanner
  • Undertake and prepare complex research
  • Realigning risk profiles
  • Draft and co-ordinate technical documents and research for client presentations
  • Communicate updates with clients
  • To undertake work of a project-based nature as and when required to do so

Qualifications/ Experience needed:

  • Ideally working towards Level 4 Diploma qualified in financial planning or relevant industry qualification
  • Good level of investment/pension knowledge

Benefits:

  • Hours - 9am - 5pm
  • Competitive bonus structure
  • Career development / Ongoing training and qualifications

The successful candidate will demonstrate excellent attention to detail and organisation skills. You will confidently use your initiative and learn new tasks quickly. You will be naturally self-motivated and enjoy seeing tasks through to completion. Excellent communication skills, both written and over the telephone are essential to succeed in this role. Proficiently in all Microsoft packages is essential. Proven experience of working in Financial service is an essential requirement, ideally supported with formal qualifications.

If you are looking for a varied role, within a reputable organisation where you will see your hard work and commitment to the role financially rewarded and recognised, contact Kate at Juice Recruitment

Reference: 34828510

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